Peterson Wealth Management Reduced Holdings in Q2 2024

Peterson Wealth Management

  • $161 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-23.2K
- 59.73%
$95.11 - $97.92 $2.21M - $2.28M
15.7K $1.52M
SNOW
Snowflake Inc.

Technology
-8.58K
- 71.59%
$124.21 - $165.04 $1.07M - $1.42M
3.41K $460K
MRVL
Marvell Technology, Inc.

Technology
-7.69K
- 30.71%
$62.13 - $78.33 $478K - $602K
17.3K $1.21M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-153
- 6.99%
$516.55 - $556.17 $79K - $85.1K
2.04K $1.09M
XLF
Financial Sector Spdr

ETFs
-1.9K
- 12.93%
$39.59 - $42.49 $75.4K - $80.9K
12.8K $527K
RBLX
Roblox Corp

Communication Services
-87
- 0.22%
$30.42 - $40.54 $2.65K - $3.53K
39K $1.45M
AJG
Arthur J. Gallagher & Co.

Financial Services
-301
- 5.77%
$230.52 - $265.19 $69.4K - $79.8K
4.92K $1.28M
AMT
American Tower Corp

Real Estate
-78
- 1.83%
$171.0 - $200.41 $13.3K - $15.6K
4.17K $811K
XOM
Exxon Mobil Corp

Energy
-84
- 4.06%
$108.36 - $122.2 $9.1K - $10.3K
1.99K $228K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.74K
- 10.8%
$199.21 - $276.76 $346K - $481K
14.4K $3.74M
Activity Summary
Buys All Purchases 36 New Holdings 3 Increased Positions 33 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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